SILVESTRI FINANCIAL AND TAX ADVISORS, INC

SILVESTRI FINANCIAL AND TAX ADVISORS, INC is an SEC-registered investment adviser (CRD 306571). Regulatory assets under management: $46.5M.

Registration

• CRD: 306571
• Type: Registered investment adviser
• Phone: 410-627-1456
• Latest filing: 2026-06-30
• Regulatory AUM: $46.5M
• Discretionary AUM: $46.5M
• Clients: 3
• Accounts: 240

Business model

Compensation: % of AUM, Hourly.

Clients served: Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306571 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search